Robert Olesen Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Raymond James in 2018, he worked for James T. Borello & Co. for 17 years. He is also the owner of Olesen Tax Strategies, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its recommendations with analytical tools and risk profiling.

Cambron Culpepper is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Culpepper worked in various school districts, including Community Unit School District 300 and Elgin Area School District U46, with a career spanning roles from 2012 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jeannie Dulson is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its related entities since 1998. Outside of her advisory role, she acts as an agent for Randy Hansen, assisting with correspondence related to patent matters and vendor meetings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jacob Ries is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. Outside of his advisory role, Ries has coaching involvement with the Big Foot Union High School and Big Foot Wrestling Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Umair Mustafa is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Adapt Health and Bank of America. Outside of his advisory role, he has worked as a customer service representative for Adapt Health and has experience with delivery services such as Amazon Flex and Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, combining internal and third-party management with cash management solutions.

Andrew Carman is a CFP® professional affiliated with LPL Financial, with 21 years of industry experience. He has worked at LPL Financial since 2011, with a brief tenure at Securities America Advisors and Securities America, Inc. from 2017 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Heidi Alten is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. In addition to her advisory role, Alten is an ordained minister and operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Anthony Jovanovich is a financial advisor at LPL Financial with 28 years of industry experience. He previously spent 13 years at Wayne Hummer Investments L.L.C. and holds Series 63 and Series 65 designations. Outside of his advisory work, he is a coach for the Professional Bowlers Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various portfolio management options.

Stacie Barnett is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. Her career includes over eight years previously at Edward Jones and one year with LPL Financial LLC (Gateway Financial Partners). She is based in Sycamore, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Joshua Westerfield is a financial advisor with LPL Financial in St. Charles, IL, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Westerfield is an assistant coach for the girls flag football team at St. Charles North High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Gabe Grzeskiewicz is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He also serves as a partner at Porte Brown LLC, a CPA firm where he provides tax and accounting consulting services, leads the internal IT team, and manages the Elgin office. Additionally, Gabe is a board member of the Elgin Area Chamber, contributing to local business networking and strategy. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and financial planning options through a nationwide network of independent advisors.

Greg Imhoff is a financial advisor with LPL Financial in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of his advisory work, he is involved with business entities such as BMGI Planning Partners, LLC, and Intuitive Financial LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

Terri Abrams is a financial advisor at Raymond James Financial with 41 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Abrams serves on the Woodstock Police Pension Board as an advisory board member. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations, using tailored planning and risk profiling tools.

Elzbieta Jarzabek is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Fortis Capital Advisors, and Fifth Third Bank. Jarzabek is also involved with Olesen Financial Group, a non-investment-related support company based in Lake in the Hills, IL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach utilizing analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Corey Hausen is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with firms such as Heartland Bank and Trust Company, The Prudential Insurance Company of America, BMO Harris Bank, and PNC Investments. Additionally, he is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Amanda Green is a financial advisor with Thrivent Investment Management in Crystal Lake, IL, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She has been with Thrivent Investment Management since 2005 and worked at THRIVENT Financial since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Michael Ellsworth is a financial advisor with Ameriprise in Elgin, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has real estate ownership interests unrelated to investment activities. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations that integrate tax-efficient strategies and Social Security options. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Marshall is a Series 66-licensed financial advisor with Edward Jones in Huntley, IL, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the City of Elgin for thirteen years. He serves as a director for AmSpirit Business Connections, coordinating networking groups in the McHenry County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Wendy Corcoran is a financial advisor at Edward Jones with over 30 years of industry experience, including previous roles at Wintrust and First Community Bank. She holds a Series 66 designation and is based in Elgin, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.